Investment Counsellor - Bank

Description: The purpose of this role is to guide and motivate the team of Investment Counsellor for delivering target revenue and balance sheet growth from portfolio under management of banking & Insurance Primarily in Wealth Management (HNI/Wealth Management), Financial Planning Portfolio Management / Life Insurance/PMS/AIF Structured Products and banking services. The targets should be delivered using relationship management and tactical strategies to acquire new clients, deepen, cross sell, engagement of clients.

Job Description:

- Manage the investment portfolios of Top UHNI/HNI Clients

- Increase the branch AUM by third party Investment Products.

- Support and Hand hold the RMs for investment meetings and closures.

- Maintain the investment MIS and reporting.

- Help the Head of Wealth and Investments for Business MIS and Local Contests Designing & Promoting.

- Coordinate with third Party AMCs team.